See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 70 · EIN 36-4019175 | Consulting Fees | $10,657 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,436 | $43,133+418.0% | $89,391+150.0% | $73,488+204.0% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 12.31% | 135.66%-123.3pp | 245.62%-233.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $8,185 | $1,438+469.3% | $2,586+216.6% | $2,270+260.6% |
| Participant deferral / active EE | $9,503 | $2,445+288.7% | $3,890+144.3% | $3,740+154.1% |
| Admin fee / account holder | $88 | $444-80.1% | $4,881-98.2% | $513-82.8% |